OneStream

Technical Consultant Shares Why He Got into OneStream Consulting

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What is your role at Perficient? 

In my role as a technical consultant, I work directly with clients that have chosen OneStream to fulfill their corporate performance management (CPM) needs. I collaborate with our knowledgeable Perficient project team to identify solutions to address client pain points and discuss a possible MarketPlace solution. When we have agreed on a solution to solve the client’s problem, I build the solution using various OneStream tools such as cube views, dashboards, and business rules. After building solutions within OneStream, I spend time testing and resolving any errors.

Why did you choose to get into consulting and how were you introduced to OneStream?

Consulting provides a fast-paced environment where colleagues are encouraged to develop their knowledge through challenging work. I chose consulting because I am very enthusiastic about learning and digging through the complexities of a problem. It is rewarding to find ways to alleviate situations that cause stress and stagnation among organizations. Finding solutions to these problems brings tremendous value to our clients and allows me to feel confident that I am making a difference.

I was introduced to OneStream by a former colleague as we prepared Oracle Enterprise Planning and Budgeting (EPBCS) training documentation. He explained OneStream was an exciting new tool that took a different approach to address client CPM requirements by providing a simplified user experience that reduces the complexity and cost of deploying multiple solutions. This piqued my interest so I researched the tool and began searching for OneStream opportunities.

Why did you choose Perficient?

Upon my research, I learned Perficient was one of three OneStream training partners with a dedicated education center in Houston, TX. Plus, Perficient’s practice has over 19 years of CPM experience across industries with a 100% OneStream project success rate. It’s that dedication that made me excited to learn more and I knew there would be a strong support system within the practice.People of Perficient - Phil Kaplanis

In addition to its breadth of expertise, it became apparent that Perficient is also a fast-growing company with leaders who are invested in the long-term health of the organization. I believe Perficient’s executives try their best every day to create an organization where employees are eager to do their best work and motivated to succeed. With a 90% repeat business rate, it’s obvious that Perficient is a partner of choice time and again. I ultimately chose Perficient because the organization takes pride in making a difference for its clients and maintaining relationships that last.

What are your thoughts on the overall OneStream solution?

OneStream has an innovative approach to corporate performance management software. The solution can be best described as the iPhone and the OneStream MarketPlace is like the app store. OneStream is a platform with out-of-the-box functionality that provides the ability to extend the client’s investment through the various solutions available on the MarketPlace. With over 50 solutions, the MarketPlace offers clients an array of options for financial close, planning and analysis, and productivity that they’re able to configure and deploy to extend on OneStream’s existing capabilities. I believe the MarketPlace will secure OneStream as the go-to solution for clients because it allows them to have one source of truth for data that they can leverage in many ways and accelerates time to value while eliminating technical complexities.

Perficient believes in a strong work/life balance, what is one way you accomplish this?

Perficient and its business leaders encourage employees to take time to enjoy the things they value most. Maintaining a healthy work/life balance is very important to me and thanks to my supportive team, I’m able to do that. I maintain a strong work/life balance at Perficient by periodically using my remote work time to easily visit family and attend events I would normally miss by being in an office. I enjoy spending time with my big Greek family and my girlfriend. My girlfriend and I enjoy traveling to National Parks and during our most recent trip, we hiked eight miles within the Narrows at Utah’s Zion National Park.


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About the Author

Courtney Gardner is a Marketing Coordinator at Perficient.

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